POINT BRIDGE CAPITAL, LLC

300 Throckmorton Street
Suite 1550
Fort Worth, Texas 76102
Tel: (817) 529- 4600

About POINT BRIDGE CAPITAL, LLC

POINT BRIDGE CAPITAL, LLC, formally registered with the SEC as POINT BRIDGE CAPITAL, LLC. The firm was established in 06/18/2013. They have over 1 offices throughout the country.

POINT BRIDGE CAPITAL, LLC is a Fort Worth, Texas based Financial Planning firm with nearly $293,685,105 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168071
SEC#	801-78217
Assets Managed by Firm	$293,685,105
No. of Clients	63
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	63	$293,685,105
High net worth individuals	24	$235,582,175
Charitable organizations	Fewer than 5 clients	$31,930

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